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Processor/Adviser Assistant: The AdviserAssistant processes adviser or client instructions working with the team to ensure clients receive exceptional service. This individual works direct with various custodians and investment adviser representatives. This individual is responsible for various firm tasks, adviser support, and customer support.
Position Requirements:
Job Duties:
Compensation:
Starting salaried compensation range between $40,000 to $60,000 depending on experience, company 401(k) with safe harbor match, paid time off, and sicks days.
Looking for a self-starter who is professional, detailed, dependable, with a strong sense of customer service. Must be organized with a strong attention to detail. Must be flexible and able to adapt with an ever-changing environment. Must have an ability to communicate effectively with colleagues, vendors, and business partners and capable of working in a team environment.
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
Schedule:
Education:
Experience:
Ability to Commute:
Ability to Relocate:
Work Location: In person
Full Time
$35k-44k (estimate)
05/20/2024
09/16/2024
If you are interested in becoming a Processor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Processor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Processor job description and responsibilities
Loan processors are highly organized and have an excellent eye for detail.
01/25/2022: Twin Falls, ID
Loan processor arranges a home appraisal to ensure the requested mortgage amount matches up to the home’s appraised value.
01/29/2022: Cincinnati, OH
Processors deals with the credits, loans, mortgages, and much more.
02/08/2022: Bellingham, WA
Mortgage processor should be familiar with loan processing guidelines and paperwork.
02/25/2022: Pittsfield, MA
Loan processors should give full attention to their job, being absolutely careful about detail.
04/04/2022: Saint Louis, MO
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Processor jobs
Some loan processors can work from a home office, as long as they are available to clients during the process.
02/20/2022: Philadelphia, PA
A good experienced seasoned mortgage processor will not submit a file to underwriting without a complete clean package and no missing documents.
03/15/2022: Youngstown, OH
Before loan processors can understand written statements and documents, they need reading skills.
04/12/2022: Biloxi, MS
Pay attention to how quickly settlement occurs.
04/07/2022: Shreveport, LA
Works with multiple currencies.
03/21/2022: Chillicothe, OH
Step 3: View the best colleges and universities for Processor.